You're signed outSign in or to get full access.
About
Jason Szabo, CFA, serves as the Director of Fixed Income and Portfolio Manager at Meeder Investment Management in Columbus, OH. In this leadership role, he is responsible for implementing the firm's public funds investment strategies, overseeing the portfolio management team, managing daily client portfolios, and guiding trade execution and portfolio construction. His work is integral to the firm's investment and credit committees, contributing to policy and strategic direction.
Szabo specializes in fixed income asset classes, with a strong focus on public sector portfolios such as government entities and money market funds. He leads strategies involving high-quality, short-term money market instruments, U.S. government securities, and related cash management solutions, supporting Meeder’s offerings for institutional and public fund clients.
Since joining Meeder in 2015, Jason progressed from Fixed Income Analyst to Senior Fixed Income Analyst, and then to his current management position. He holds a B.A. in Economics from The Ohio State University and is a CFA charterholder, reflecting deep expertise in fixed income markets, portfolio strategy, and credit research. His contributions have been pivotal in evolving Meeder's fixed income and public funds investment capabilities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meeder Investment Management | Portfolio Manager | Jan 2019 to Present | — |
| Meeder Investment Management | Senior Fixed Income Analyst | Jan 2018 to Jan 2019 | — |
| Meeder Investment Management | Fixed Income Analyst | Aug 2015 to Jan 2018 | — |
| J.P. Morgan Asset Management | Associate, Investment Guidelines | Feb 2015 to Aug 2015 | — |
| J.P. Morgan Asset Management | Investment Guidelines | Jul 2012 to Feb 2015 | — |
| JPMorgan Chase & Co. | Fannie Mae Investor Reporting Analyst | Mar 2011 to Jul 2012 | — |
Education
The Ohio State University
B.A, Economics
2006 — 2010
Others at Meeder Advisory Services, Inc. (12)
| Name | Role | Location |
|---|---|---|
 | Wealth Trading Analyst | Columbus, OH , United States |
A Aneep Maniar | Portfolio Manager | Dublin, OH , United States |
 | Vice President and Portfolio Manager | Powell, OH , United States |
 | Quantitative Analyst | Columbus, OH , United States |
 | Chief Investment Officer | Columbus, OH , United States |
 | Investment Analyst | Bellevue, OH , United States |
D Dale Smith | Chief Investment Officer Emeritus | Dublin, OH , United States |
 | Portfolio Manager | Dublin, OH , United States |
M Mark Wu | Quantitative Analyst | Dublin, OH , United States |
R Richard Pfeuffer | Wealth Trading Analyst | Columbus, OH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Everhart Financial Group, Inc. | Columbus, OH , United States |
 | Portfolio Manager | PDS Planning, Inc. | Columbus, OH , United States |
 | Chief Investment Officer | PDS Planning, Inc. | Dublin, OH , United States |
 | Portfolio Manager | Gateway Investment Advisers LLC | Cincinnati, OH , United States |
D Daniel Beckwith | Senior Vice President, Portfolio Manager | Gateway Investment Advisers LLC | Los Angeles, CA , United States |
C Christopher Meek | Portfolio Analyst | Pinnacle Wealth Planning Services, Inc. | Mansfield, OH , United States |
S Scott Heichel | Chief Investment Officer | Pinnacle Wealth Planning Services, Inc. | Columbus, OH , United States |
